Puff Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Puff Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$293K	Sell	2,463 -357	-13%	-$44.4K	0.28%	66
2026 Q2	$345K	Buy	+2,820	New	+$331K	0.35%	61
2025 Q4	$329K	Buy	2,877 +1	+0%	+$113	0.43%	53
2025 Q3	$327K	Sell	2,876 -224	-7%	-$24.8K	0.5%	46
2025 Q2	$334K	Sell	3,100 -36	-1%	-$3.59K	0.24%	73
2025 Q1	$313K	Sell	3,136 -18	-0.6%	-$1.9K	0.29%	64
2024 Q4	$331K	Buy	+3,154	New	+$340K	0.58%	43

Other funds holding SPGP

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Puff Wealth Management's SPGP Position: Q3 2026 in Review

Puff Wealth Management reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 13% in Q3 2026, selling an estimated $44.4K and leaving 2,463 shares worth $293K. The position accounts for 0.28% of the portfolio, ranked #66.

Puff Wealth Management first reported a position in SPGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q2 2026. 28 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

Puff Wealth Management held 2,463 shares of Invesco S&P 500 GARP ETF worth $293K as of Q3 2026.
Puff Wealth Management sold 357 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $44.4K.
Invesco S&P 500 GARP ETF made up 0.28% of Puff Wealth Management's portfolio in Q3 2026, its #66 holding.
Puff Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's Invesco S&P 500 GARP ETF position peaked at $345K in Q2 2026.
28 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.